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So we started the business two years ago.

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HelloVet.

If you've been listening all year, you already know 2025 didn't play out the way most investors expected.

Rates stayed higher for longer, volatility kept people guessing, and LPs were dealing with the

whiplash of decisions they made over the last few years.

Some sitting in cash, some watching deals, pause distributions, and many rethinking their

entire portfolio strategy.

Today, LP sentiment is split right down the middle.

Some are fearful in waiting, and others see this as some of the best buying opportunities in years.

And so we're unpacking what's real, what's just noise, and how smart investors should be positioning themselves heading into 2026.

And to break this all down, I've brought in the full best ever host crew,

operators who are buying, raising, and operating through every part of this market.

We've got Matt Faircloth, John Casman, and Ash Patel, collectively overseeing more than $250 million in assets under management and interviewing hundreds

of guests this year across multifamily, office, retail, development, and private credit.

These are operators who don't just talk strategy. They are working in it every single day in the

field. And in this roundtable, you'll hear the biggest surprises that

we saw in 2025, what patterns emerged from interviewing operators all year, how each of us is

adjusting our own investing strategy for 2026, the red flags, green flags, and market signals

...